Use OAuth 2.0 with your Surveys API credentials to securely access endpoints and grant Sage Accounting the requested permissions. The integration uses the scope socialplanner/post.write to allow creating or updating content.
Set up your Sage Accounting API credentials in the developers portal and authorize the Surveys API to access ledger data. Use a secure method such as OAuth or API keys depending on your Sage setup.
POST /social-media-posting/:locationId/posts creates a new post; PUT /social-media-posting/:locationId/posts/:id updates a post; DELETE /social-media-posting/:locationId/posts/:id removes a post.
Trigger when a new survey response is received in Surveys API.
Actions: Create a ledger entry in Sage Accounting and attach relevant metadata.
POST /social-media-posting/:locationId/posts
locationId, surveyId, entryDate
Trigger when a survey response is updated.
Actions: Update the linked Sage ledger entry and log changes.
PUT /social-media-posting/:locationId/posts/:id
locationId, id, updatedFields
Trigger when a survey record is deleted in Surveys API.
Actions: Remove the linked Sage ledger entry and archive the record.
DELETE /social-media-posting/:locationId/posts/:id
locationId, id
No code automation reduces manual data entry and human error.
Fast setup with drag and drop data mapping and triggers.
Scales with your business without writing code.
Key elements include authentication endpoints data mapping triggers actions and error handling.
Application Programming Interface a set of rules that lets two software programs talk to each other.
OAuth 2.0 is an authorization framework that provides secure access tokens to call APIs.
Webhook is a method for one app to send real time data to another when events occur.
A ledger entry records a financial transaction in Sage Accounting.
Set up a weekly report that creates Sage entries and shares summaries with stakeholders.
Trigger notifications when responses meet thresholds and push updates to Sage.
Use validation rules to ensure data quality before syncing to Sage.
Register your Surveys API credentials and obtain client id secret and scopes
Provide Sage Accounting with the API credentials and authorize access
Define field mappings between survey data and Sage ledger fields and test the integration.
No code setup is possible with ready made connectors and wizards. You can enable syncing by selecting the Surveys API as a source and Sage Accounting as a destination. The platform provides guided steps and validation to prevent errors. Start with a test project to verify mappings and triggers before going live.
You can sync survey responses and metadata such as respondent id timestamps scores and outcome fields to corresponding ledger or project entries in Sage Accounting. Field mapping helps align survey data with Sage ledger fields and you can adjust mappings as business needs change. Expect secure buffering and retry logic for reliability.
Security is built in with OAuth 2.0 or API keys and token based authentication. Data in transit can be encrypted and access scopes are limited to the minimum required by the integration. Regular audits and on demand revocation of credentials keep the connection safe.
Use the built in test mode to simulate calls without affecting live data. Validate field mappings run a dry run and review error messages. Once tests pass enable live syncing with monitoring and alerts.
Permissions should align with read and write access to surveys data and ledger updates. Grant the Surveys API scope socialplanner/post.write and the Sage Accounting application permissions to create and update ledger entries. Always follow the principle of least privilege.
Yes you can customize field mappings. You can map survey fields to Sage ledger fields and create transformation rules. Revalidate after changes and monitor for data integrity.
Usage limits depend on your plan and rate limits for both APIs. Monitor quotas and implement backoff strategies to maintain a smooth integration.
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Complete Operations Catalog - 126 Actions & Triggers
